KWM
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KFG Wealth Management’s Visa V Stock Holding History

KFG Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
3,216
+169
+6% +$54.3K 0.12% 84
2026
Q1 		$921K Buy
3,047
+93
+3% +$29.9K 0.12% 86
2025
Q4 		$1.04M Sell
2,954
-27
-0.9% -$9.2K 0.14% 79
2025
Q3 		$1.02M Buy
2,981
+140
+5% +$48.5K 0.15% 77
2025
Q2 		$1.01M Buy
2,841
+1,169
+70% +$407K 0.16% 72
2025
Q1 		$586K Buy
1,672
+48
+3% +$16.2K 0.11% 108
2024
Q4 		$513K Sell
1,624
-419
-21% -$126K 0.1% 112
2024
Q3 		$562K Buy
2,043
+1,086
+113% +$294K 0.12% 98
2024
Q2 		$251K Buy
957
+8
+0.8% +$2.19K 0.1% 138
2024
Q1 		$265K Buy
949
+111
+13% +$30.6K 0.11% 130
2023
Q4 		$218K Sell
838
-60
-7% -$14.8K 0.1% 125
2023
Q3 		$207K Buy
898
+16
+2% +$3.85K 0.11% 123
2023
Q2 		$210K Buy
882
+1
+0.1% +$229 0.12% 115
2023
Q1 		$205K Buy
+881
New +$196K 0.14% 92

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

KFG Wealth Management's V Position: Q2 2026 in Review

KFG Wealth Management increased its Visa (V) stake by 5.5% in Q2 2026, buying an estimated $54.3K and bringing the position to 3,216 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #84.

KFG Wealth Management first reported a position in V in Q1 2023 and has held it in 14 quarters since. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • KFG Wealth Management held 3,216 shares of Visa worth $1.1M as of Q2 2026.
  • KFG Wealth Management bought 169 Visa shares in Q2 2026, an estimated $54.3K.
  • Visa made up 0.12% of KFG Wealth Management's portfolio in Q2 2026, its #84 holding.
  • KFG Wealth Management first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • 4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.